How to integrate with Xero
- Fena |
- 12 steps |
- 26 seconds
Fena
Xero
1
Navigate to <https://toolkit.fena.co>
2
Click on the settings icon.
3
Click "Integrations"
4
Click "Accounting"
5
Click "Add account"
6
Click the dropdown to select the organisation you want to connect
7
Select the correct organisation
8
Click "Allow access"
9
Select the bank account in Fena that you want to receive funds to
10
And match it to your account in Xero. It's important that you have the same account selected in both platforms
11
Select which themes you want Fena payments to be included on
12
Click "Continue" and you're done
We recommend creating a test invoice to check that the payment links are inserted as expected on your invoice